Know the account.
Move the deal.

Click Start now, then use Proto to configure B2B CRM for your business. Set up your workflows, import your data and invite your team.

Yes. Stages are configuration with a probability, a forecast category and exit criteria each, and the set carries a closed-won and a closed-lost stage. Change them as your process changes; deals keep their history through the change because each deal points at a stage record, so a rename or a reorder never rewrites a deal.

Every contact involved is listed on the deal with a buying role (economic buyer, champion, technical evaluator, procurement, legal and so on) and a stance. Exit criteria can require particular roles before a deal moves on.

The rules compare each quote against the rep's discount authority, the product's maximum discount and floor price, the standard terms and the deal size thresholds. A discount beyond the rep's authority goes up the reporting line to the first person whose authority covers it; floors and terms go to the deal desk. The decision is on the record, and nobody approves their own quote.

The rep marks it pending close with the accepted quote, and the deal desk checks the quote, the amounts and the signed paperwork before it counts. The forecast, the bookings and the commission feed all read the same validated wins.

Yes. A won deal becomes a contract with an end date, a notice deadline and a renewal lead time. The renewal opportunity opens on that countdown, is worked through the same pipeline and approvals, and the renewal book shows at-risk value by quarter and what was not renewed by reason.

Every open deal has a forecast category. Reps submit weekly; managers review deal by deal, adjust on the record with a comment, and lock the period. Every weekly submission is kept with a line per deal, so the forecast can be rebuilt for any week and checked against what closed. Each quota says whether it is set on annual or total value, and the forecast follows it; deals in other currencies convert at a rate fixed for the period.

Mail and calendar are integration work to configure and verify. The scope includes matching known contacts, preventing duplicate activities and excluding private threads. Delivery failures can flag an address for review; an out-of-office reply alone must not mark someone as having left the company.

Yes. Campaigns, leads and consent come from marketing automation with their source; won deals go to billing as contracts with dates and lines, and outcomes go back to the campaign. See the integrations page.

Sales operations drafts a realignment with new rules and an effective date, models it against the live accounts, and the managers approve the moves for their teams with exceptions. On the date it is applied in bulk, every moved account keeps its previous owner, and open deals do not change hands without a handover the manager confirms.

Yes. Same records, same permissions, its own identity. Human gates stay human: an agent can draft a quote or prepare a forecast, and a person approves or reviews it. See the agent page.

Nothing per user. Credits pay for machine work and never expire. See pricing.